Flashhead
Cost

Pam

Pam begins saving $2000 per year at age 25, saves for 10 years, and then stops completely at age 35.

Michael

Michael delays saving until he turns 35 and then begins saving $2000 per year for 30 years until age 65.

Karen

Karen begins saving $2000 per year at age 25 and saves for 40 years until age 65.

*Assumes a seven percent rate of return and tax-deferred compounding.

Bank of Oklahoma provides UPAL members with an online tool to manage your retirement plan portfolio. Startright is there for you to view current balances and investment information. You may also change your investment allocations, manage personal information, download reports and more. Click here to access Startright.

UPAL has selected The Private Bank at Bank of Oklahoma as their preferred provider for Banking Services. Click here to access online banking.

One-on-One Banking

Your financial needs and goals are as unique as you are. With our wide range of deposit, credit and cash-management services, we can help you reach your possibilities. It all begins with a one-on-one relationship with your Private Banking officer, who will make recommendations based on many years of experience to build the right plan for you.

Flexible Deposit Options

We offer a full range of deposit and investment products and services, each of which can be tailored to fit your needs. Options include:

  • Private Label Checking. Combining the high rate of a money-market fund with the convenience of a checking accounts, Private Label Checking was created exclusively for high net worth individuals who need more sophisticated banking services to help manager their wealth.
  • Certificates of Deposit. Earn competitive interest rates with a broad range of maturities to allow your money to grow.
  • Comprehensive Online Tools. Our electronic banking services are designed to let you access and manage your money at your convenience.
  • 24/7/365 Customer Service. Not only is your Private Banker always at your disposal, you also have year-round access to specifically trained decision makers at our ExpressBank.

Customized Credit Options

We offer flexible credit options with terms that meet your requirements, such as:

  • Personal Loans and Lines of Credit at comptetitive rates
  • Home equity Lines of Credit that can provide additional financial power and tax benefits
  • Mortgages on primary and vacation homes
  • Stock Option Financing for purchase of company stock

Cash Management Services

A variety of corporate services are also available for your business, including:

  • Business Checking
  • Management of Working Capital
  • Automatic Cash Sweep Accounts
  • Commercial Loans
  • Professional Practice Lines of Credit, Equipment and Real Estate Financing
  • Corporate VisaŽ
  • Business Insurance Services
  • International Financial Services

To discuss all available products and services of The Private Bank at Bank of Oklahoma, please contact one of the following designated UPAL Private Banking Officers:

Greg P. Lee Danny R. Daniels
Vice President and Private Banking Officer Vice President and Private Banking Officer
918.293.7579 918.293.7576
greg.lee@bokf.com ddaniels@bokf.com
   
Jane A. Matulis  
Vice President and Private Banking Officer  
918.293.7581  
jmatulis@bokf.com  

For Personal Investment and WealthBuilder Accounts and Services:

   
Joan M. Fields, CFP™ Tami L. Cobb, CPA
Trust Officer Senior Vice President and Trust Officer
918-293-7596 918-293-7567
jfields@bokf.com tcobb@bokf.com